Add filters to the Accepted/Unaccepted Referrals queue for Customer Success review.

Problem:
Customer Success currently has 100+ referrals in the queue that require manual, one-by-one review and cannot be removed. These include cases such as:

• Deactivated students

• Referrals that were canceled

• Referrals where a practitioner did not click “Accept,” but is actively seeing the student (inferred), causing the referral to still appear as unaccepted

When the notification system goes down, students have been missed in the past, making manual review even more challenging and time-consuming for the team.

Additionally, when a student is assigned to an inferred or scheduling practitioner, the system automatically sends an email. If the referral is from a previous week, month, or even year, this can confuse both customers and practitioners.

Proposed Solution:
Introduce filters for Customer Success to easily identify and exclude outdated, invalid, or already-resolved referrals (e.g., deactivated students, canceled referrals, inferred practitioners). This would reduce manual effort, prevent missed students, and avoid unnecessary or confusing automated emails.